In this topic, you will understand the benefits of Salesforce Without Sharing in deactivating or disregarding sharing rules if you do not share. Read more about it.
Salesforce Without Sharing Overview
Rules are an important part of the Salesforce CRM, without sharing rules the salesforce CRM is useless. Salesforce without Sharing is an approach to access the salesforce data without sharing rules. If you are worried about sharing the rules of your organization, you can understand this article.
Salesforce Without Sharing Steps:
1. Make a new user using any user name and password.
2. Open any case for which you want to access data.
3. Enter that user id in the user field and click on the search button.
4. You will be able to see all details of the case even if you are not sharing that case with that particular user.
Salesforce Without Sharing Example Scenario
In this example, you will learn how to access data without sharing it in Salesforce CRM Org.
You are a manager in ABC Company and you have created a shared account named XYZ Account. Then it is under the XYZ group and shared with other group managers. So, they can share leads, Contacts, Cases, and activities related to the XYZ account with this shared account.
But at present, you got assigned a new task by your manager. Then he wants you to prepare reports on the XYZ account without sharing them with other managers. So how will you do it?
Here is the solution to your query. Firstly, make a new user for yourself by going to Users & Permissions. Next, got to New. Second, Create a User. Then enter your Name as “Manager” and click Create User.
Now go to the Cases tab. Third, Open any case of XYZ Account. Then enter your newly created user id in the user id field and click on Search Button. It will show all details of that Case without sharing them with other Managers.
Limitations While Working in Salesforce Without Sharing:
You cannot see activities related to the Case or lead in that you are not sharing. Also, you cannot add Cases or Leads that you are not sharing. Because you cannot add users manually in which you are not sharing. So, You cannot export-related records in which you are not sharing
Salesforce Without Sharing Rule Solution
Salesforce Without Sharing Steps:
1. Make a new user using any user name and password.
2. Open any case for which you want to access data.
3. Enter that user id in the user field and click on the search button.
4. You will be able to see all details of the case even if you are not sharing that case with that particular user.
5. You cannot add users manually in which you are not sharing.
6. You cannot export-related records which you are not sharing.
7. You cannot see activities related to the Case or lead that you are not sharing.
Salesforce Without Sharing is an approach to access the salesforce data without sharing rules. If you are worried about Sharing Rules of your organization, you can understand this article.